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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?

To: micny who wrote (12340)	11/24/1999 7:54:00 AM
From: Charlie Smith	Read Replies (2) \| Respond to of 20297

micny: The paper-to-electronic process may be great for consumers and the butchers and bakers and candlestick makers (dentists, doctors, lawn care guys etc) which send 50-1000 bills a month, but it is BAD for the really large billers. This is exactly what I meant with my snide remark about CKFR owning the big billers. IMO the real money in this deal (and the profit for CKFR) flows from the cash that the big billers save in going electronic. Up front pain and costs in the transition are real and material, but CKFR is nursing the process along wherever they can and hopefully building lasting relationships with large billers. This process is so key and the potential market so large that it would not surprise me if AUD or EDS simply snapped CKFR up one day. Quickbooks users, on the other hand, are second and third stage customers for this service and may provide a huge market for EBPP, but not for the next 5 years at the earliest. In the meantime, scanning paper bills is a sideshow, and CKFR won't get caught up in it. Charlie